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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,435 | $87,834+61.0% | $133,975+5.6% | $62,881+124.9% |
| Participation rate | 60.4% | 83.4%-23.0pp | 87.1%-26.7pp | 69.3%-8.9pp |
| Annual return | -1.78% | 12.05%-13.8pp | 29.29%-31.1pp | 20.14%-21.9pp |
| Employer contribution / active EE | $1,495 | $3,482-57.1% | $5,211-71.3% | $2,281-34.4% |
| Participant deferral / active EE | $4,126 | $4,812-14.2% | $6,282-34.3% | $3,203+28.8% |
| Admin fee / account holder | $13,438 | $5,372+150.1% | $9,324+44.1% | $4,296+212.8% |